Business objects that are linked to a rental order line can be shipped by making use of Work orders. In the work order you can create tasks related to shipping. These tasks can vary from picking, transport and return. When the transport task is carried the packing slip for the rental lines can either be manually or automatically posted depending on the configured set up and requirements. The flow below describes the process.

Activities

Name Responsible Description

Plan delivery of rental order (old)

Transport planner

Update work order status

Transport planner

Review opened packing slip and post

Transport planner

Execute work order tasks (F&SCM)

Transport planner

After creating a new work order, you can update several elements. If the start and end dates are not set in the template, enter them on the work order. This ensures the work order appears on the graphical plan board for resource planning.

You can do the following:

  • Enter journals (hour, expense, item, fee) on the work order line. Hour journals can populate automatically based on task setup.
  • Add item requirements, purchase orders, or sales orders to the work order line.
  • Update the work order status from the work order line.

Set up a status group in the task to allow or restrict registrations and journals based on the work order's status.

  • Check functionalities such as rental transactions, status history, resource planning, task checklists, and task requirements on the work order line tab.

If item requirements are used, enable the work order parameter ‘Auto create maintenance item requirement’ to view these on the work order.

Activities

Name Responsible Description

Plan delivery of rental order (old)

Transport planner

Update work order status

Transport planner

Review opened packing slip and post

Transport planner

Execute work order tasks (F&SCM)

Transport planner

After creating a new work order, you can update several elements. If the start and end dates are not set in the template, enter them on the work order. This ensures the work order appears on the graphical plan board for resource planning.

You can do the following:

  • Enter journals (hour, expense, item, fee) on the work order line. Hour journals can populate automatically based on task setup.
  • Add item requirements, purchase orders, or sales orders to the work order line.
  • Update the work order status from the work order line.

Set up a status group in the task to allow or restrict registrations and journals based on the work order's status.

  • Check functionalities such as rental transactions, status history, resource planning, task checklists, and task requirements on the work order line tab.

If item requirements are used, enable the work order parameter ‘Auto create maintenance item requirement’ to view these on the work order.

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